Commenting over a View

Zoho Analytics provides an efficient way to collaborate with your colleagues and clients by setting up real-time commenting on a shared view. With this you can engage in a conversation around your key business metrics, facilitating collaborative decision-making. Please note that only Server Administrators and Managers can share reports, dashboards and tables. To know more about the user roles in Zoho Analytics, click here. 

  1. What is commenting?
  2. How do I enable commenting over a shared view?
  3. On what view types can I enable commenting?
  4. How do I start a commenting thread?
  5. Can I format the comment?
  6. Can I share a screen capture in the commenting thread?
  7. Can I add an attachment to the commenting thread?
  8. Can I refer other views in the commenting thread?
  9. Can I mention users in the comment?
  10. Can a comment from the thread be deleted?
  11. Who can participate in a commenting thread?
  12. Can I add participants to an existing commenting thread?
  13. Do I get notified when other members comment on the view?
  14. Can I disable the notification for comment actions?
  15. How do I remove a user from commenting thread?

1. What is commenting?

Commenting allows you to start a real-time conversation with the collaborators of the shared view, around your key business metrics, facilitating collaborative decision making.

2. How do I enable commenting over a shared view?

You can enable commenting over a view by sharing it to your users with Allow Commenting permission.

Workspace Administrators can also participate in the commenting thread.

3. What are the views over which I can enable commenting?

Zoho Analytics supports commenting on the views listed below:

  • Charts

  • Pivot Views

  • Summary Views

  • Tabular Views

  • Dashboards

  • Tables

  • Query Tables

4. How do I start a commenting thread?

Follow the steps below to start a commenting thread over a view.

  • Open the view over which you want to start a conversation.

  • Click the Comment icon. The Comment dialog will open.

  • In case the view does not have any collaborators (shared users), you will be prompted to add collaborators. Select the Click here link, to add collaborators.

  • Enable the Allow Commenting permission for the users. This will be selected by default.

  • Once you have added collaborators, you can start commenting. Type the content in the Comment editor.

  • The comment editor facilitates the following operations:

    • Format Text

    • Attach a file from the Local Drive.

    • Add links of other views in the Workspace.

    • Capture the current view screen and annotate it.

    • @mention the collaborators.

  • Click Post and the comment will be added. When the first comment is posted, the screen of the current view will be added in the thread for reference.

  • Your collaborators will be notified, and they can either reply or like the comment to participate in the thread. 

  • You can choose to view the comment thread either as a list view (Default View) or as a thread view.

    • List View : This lists all comments in a list, based on the time at which they are made.

    • Thread View : This lists all comments in a thread view i.e., replies to a Parent Comment will be aligned together.

5. Can I format the comment?

Yes. The following are the supported formatting options for a commenting thread:

  • Bold
  • Italics
  • Underline
  • Strikethrough

6. Can I share a screen capture in the commenting thread?

Yes, you can share a screen capture of the current view in the comment thread. You can also annotate them as needed.

Follow the steps below to do this.

  • Open the comment thread of the concerned view.

  • Click the Take screenshot icon.

  • You can either capture the full screen or select a part of the screen.

  • Once you have selected the capture area, click Capture. The screen will be captured.

  • You can choose to share the screen by selecting the tick icon, or annotate the screen by selecting the Edit icon.

  • Zoho Analytics provides an extensive annotating option that allows you to crop the screen, highlight a part and add text. 

  • Once you have annotated the captured screen, click Done.

  • Click Upload.

  • The captured screen will be added to the commenting thread.

7. Can I add attachments to the commenting thread?

Yes, you can add attachments to the comment thread. Zoho Analytics supports the sharing of the following file types, provided their size is within 5MB.

  • BMP
  • GIF
  • JPEG
  • JPG
  • JPE
  • PNG
  • PDF

To add attachments, follow the below steps:

  • Open the comment thread of the corresponding view.

  • Click the Attach icon and select the Files from Desktop option. Browse and choose the file you wish to share in the comment thread.

8. Can I refer to other views in the commenting thread?

Yes, you can refer to other views in the comment thread. Follow the steps below to do this.

  • Open the view of the corresponding comment thread.

  • Click the Attach icon and select the Add Reports option.

  • Every view that you have the permission to access will be listed. You can also search for the required view.

  • Select the views you wish to add. The link to the view will then be added to the comment thread.

  • All collaborators can view the report by clicking the added link.

Note: Collaborators in a comment thread need read permission for the Views added to access them.

9. Can I mention users in the comment?

Yes, you can mention the participants in the comment thread. Follow the steps below to do this.

  • Open the comment thread of the corresponding view.

  • Type @ in the Comment Editor. All participants of the comment thread will be listed, and you can select the user you wish to mention.

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10. Can a comment from the thread be deleted?

You can delete comments you have created, or you are an Administrator of the view over which the comment is made.

To delete a comment, select the cross mark present on the top right of the corresponding comment. A confirmation message will open. Click Proceed to delete the comment.

11. Who can participate in a commenting thread?

The Administrator, Workspace Administrators and Shared users with Allow Commenting permission for the view can participate in the commenting thread.

You can view the list of participants by clicking the Participants link.

12. Can I add participants to an existing commenting thread?

Yes. Any new shared user with Allow Commenting permission will be added to the commenting thread. You can also add participants from the commenting thread. Click the Add icon, the share dialog will open.

To learn more about applying permissions while sharing, click here.

13. Do I get notified when other members comment on the view?

Yes, all collaborators will be notified about all commenting actions such as comment post, replies, likes and mentions.

The notification icon at the top right corner will prompt attention. Click this to view the comment. You can open the corresponding view over which the comment is made by clicking the view's name. You can also make a quick reply to the comment from here.

14. Can I disable the notification for comment actions?

Yes. Follow the steps below to do this.

  • Click on the notification icon at the top right corner.

  • Click Settings icon.

  • Disable the Commenting actions toggle button.

15. How do I remove a user from commenting thread?

You can remove a participant from a commenting thread by disabling the Allow Commenting option for the shared user. Participants will also be removed when you remove the user's access to the shared view. To learn more about editing existing shared details, click here.